Configuration Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency https://www.insuredmine.com/kbcategory/configuration/ Tue, 23 Dec 2025 11:42:44 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico Configuration Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency https://www.insuredmine.com/kbcategory/configuration/ 32 32 Voice Agent Prompts (Outgoing Calls) https://www.insuredmine.com/knowledge-base/voice-agent-prompts-outgoing-calls/ Tue, 23 Dec 2025 11:13:19 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=48648 Release Date:- December 16th 2025 We have introduced a new enhancement under the Settings → Configuration section, where a new option called Voice Agent has been added. Using this feature, agents can create voice messages based on business needs and send them manually to specific clients. Use Case: Agencies can use voice agents to send […]

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Release Date:- December 16th 2025

We have introduced a new enhancement under the Settings → Configuration section, where a new option called Voice Agent has been added. Using this feature, agents can create voice messages based on business needs and send them manually to specific clients.

Use Case: Agencies can use voice agents to send outgoing calls for renewal reminders, cross-sell or upsell opportunities, policy updates, important service notifications, and more. Since these calls are manually triggered, agents have full control over message delivery and recipient selection. 

All outgoing calls and conversations are automatically logged in the Contact 360 Timeline and Logs, enabling easy tracking, complete visibility, and effective follow-ups.

Note: This feature is currently available only for Twilio users.

To View the Enhancement:

  • Navigate to Settings.
  • Click on Configuration, and from the Configuration dropdown select AI Voice Agent.
  • Click on Create Agent.
  • An Add AI Voice Agent Pop-up appears.
  • Fill in the required details as per the message you want to trigger (e.g; Insurance coverage review).
  • Click  Save.

Note: The prompt is the message that the voice agent delivers to the client during an outgoing call, such as birthday wishes, cross-sells, renewal reminders, and more.

Prompt Use Case: The prompt entered by the agent defines the exact message that the voice agent delivers to the client during an outgoing call, such as birthday wishes, renewal reminders, or cross-sell notifications.

A well-configured prompt ensures clear, consistent, and accurate communication, helping the AI Voice Agent convey the right intent and improve client engagement.

  • A success message: “Agent Created Successfully” appears.
  • As shown below, the newly created agent name is displayed.
  • You also have the options to Preview, Edit, and Delete the message.

You also have the option to select a Prompt Template for the message:

  • Click Import Template to select a predefined prompt template.

  • As shown below, the Select Prompt Template pop-up appears with multiple predefined options.

  • Select a template to auto-fill the Greeting Message, Prompt, and Goodbye Message fields.

  • Modify the content as per your requirement.

  • Finally, click Save.

To Send the Message:

  • Navigate to the Header.
  • Click on Quick Action.
  • From the dropdown, select AI Voice Agent.

 

  • An AI Voice Agent pop-up appears.
  • Fill in the required details of the contact to whom you want to send the voice agent message.
  • Click Save.
  • A Success message: “ Voice Agent Added” appears.

Note: The selected contact will receive an outgoing Voice Agent call with the message you have configured.

Note: As an outgoing feature, the voice agent is manually assigned, and all conversations are recorded in the Contact 360 Timeline and Logs upon conversation.

 

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]]> Intelligent Voice Agent (IVA) Voice Settings https://www.insuredmine.com/knowledge-base/intelligent-voice-agent-iva-voice-settings/ Tue, 23 Dec 2025 08:40:39 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=48609 Release Date:- December 16th 2025 We have introduced a new enhancement under the Settings module in the Call Settings section. Admins now have multiple options to select InsuredMine AI Voice Agents that can handle calls when agents are unavailable or busy. You can choose an AI voice, preview it, listen to the sample, and then […]

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Release Date:- December 16th 2025

We have introduced a new enhancement under the Settings module in the Call Settings section. Admins now have multiple options to select InsuredMine AI Voice Agents that can handle calls when agents are unavailable or busy. You can choose an AI voice, preview it, listen to the sample, and then save it as the selected AI voice.

Use Case: This feature ensures that admins can now select AI voices based on language or accent preferences that best match their client base and align with the agency’s communication style.

Note: This feature is currently available only for Twilio users.

To view the enhancement:

  • Navigate to Settings.
  • Click on Configuration, and from the dropdown select Call Settings.
  • You are redirected to the Call Settings page.
  • As shown below, when you enable the InsuredMine AI Voice Agent (set to Yes), the system uses the AI agent voice. when agents are unavailable or busy.
  • You now have the option to select the Conversational AI Agent Voice.

Setting the Conversational AI Agent Voice:

  • From the Select Voice dropdown, choose the preferred AI voice(e.g; VedaSky)
  • Click Play to listen to the selected AI voice.
  • Click Save.

Note: When you click Play, a popup appears with the selected AI voice. Click Play in the popup to listen to the selected AI voice.

  • A Success message ‘Call configuration successfully updated’ appears.

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]]> Epic Attachment-Sync-Folder https://www.insuredmine.com/knowledge-base/epic-attachment-sync-folder/ Tue, 26 Aug 2025 12:56:26 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=47644 We have introduced an enhancement that allows syncing all attachments under a single root folder. Use Case: The whole agency can store files in one central folder in Epic, ensuring better organization, quick retrieval, and reduced clutter. To view the enhancement: Set-up a folder structure in Epic To sync an attachment under a specific folder, […]

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We have introduced an enhancement that allows syncing all attachments under a single root folder.

Use Case: The whole agency can store files in one central folder in Epic, ensuring better organization, quick retrieval, and reduced clutter.

To view the enhancement:

  • Set-up a folder structure in Epic
  • To sync an attachment under a specific folder, the folder’s Account Type must be set to Client.
  • If the Client is not selected, the attachment cannot be synced under that folder.

To view this Root Path in Insuredmine:

  • Navigate to the Settings
  • Click on Configuration

From Configuration, click on AMS Sync Fields.

You will be redirected to the AMS Sync Fields page.

From the Dropdown,select your Root Folder created in Epic.

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]]> Task Mandatory Fields Handling In Workflow, SCD https://www.insuredmine.com/knowledge-base/task-mandatory-fields-handling-in-workflow-scd/ Sat, 26 Apr 2025 12:51:53 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=46229 Release Date: April 26, 2025​ With this latest enhancement, users must complete all mandatory fields before triggering a campaign when the communication mode is set to “Task.” Similarly, for Workflow Automation, all required fields must be filled in before launching the campaign. This update ensures consistency and accuracy across task-based workflows.   Use Case: Users […]

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Release Date: April 26, 2025​

With this latest enhancement, users must complete all mandatory fields before triggering a campaign when the communication mode is set to “Task.” Similarly, for Workflow Automation, all required fields must be filled in before launching the campaign. This update ensures consistency and accuracy across task-based workflows.

 

Use Case: Users will now have to ensure that all mandatory fields are completed before triggering a campaign when the communication mode is set to “Task.” This update enhances accuracy and consistency in Workflow Automation and Single Contact Drip (SCD) campaigns.

To View the Enhancement:
  • Navigate to the Settings module.
  • Under Configuration, select Mandatory Fields.
  • Now, if “Task” is selected as the mode of Workflow Automation or SCD, you can make the Task Details field mandatory as needed.
  • Check- mark on the fields as required.

Single Contact Drip:

  • While creating a new SCD, if the mode of communication is set to “Task,” the mandatory fields must be filled in by the user before triggering the campaign.

Workflow Automation:

  • For Workflow Automation, if the mode is set to “Task,” you must complete the required fields before launching the campaign.

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]]> eSignature Cancel Restriction https://www.insuredmine.com/knowledge-base/esignature-cancel-restriction/ Wed, 23 Apr 2025 13:06:19 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=46160 To improve document security and control over eSignature workflows, we’ve introduced a new feature that allows admins to restrict users from cancelling sent eSignature documents. This ensures that only authorized users have the ability to cancel a document once it has been sent for signature. Use Case: With the new “Cancellation Restriction” feature: The Admin […]

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To improve document security and control over eSignature workflows, we’ve introduced a new feature that allows admins to restrict users from cancelling sent eSignature documents. This ensures that only authorized users have the ability to cancel a document once it has been sent for signature.

Use Case: With the new “Cancellation Restriction” feature:

  • The Admin configures the settings so only the authorized users can cancel the eSignature documents.
  • Users can still send and track eSiganture, but cannot cancel them unless permission is granted.
  • If a document needs to be cancelled, it must go through the authorized person, adding a layer of verification and reducing errors.

To View The Enhancement:

  • Navigate to the Settings Module
  • Click on Configuration → Restrictions
     Within Settings, select Configuration, then go to the Restrictions.

Select Users to Restrict
 In the Restrictions section, locate the “eSign Cancel” permission.
 Select the users you want to restrict from cancelling documents and disable the toggle.

  • Once you restrict the users from cancelling the document then they won’t get an option to cancel the eSignature Document.

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]]> Agent – Cell- phone as Tag https://www.insuredmine.com/knowledge-base/agent-cell-phone-as-tag/ Wed, 23 Apr 2025 07:12:27 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=46134 With the latest enhancement, agents can now map their cell phone numbers while creating and editing the user and can use Agent cell phone tags to communicate and automate easier. This update allows agencies to personalize outreach, streamline messaging, and trigger workflows more efficiently. Use Case: To View the Enhancement: 1.Navigate to Setting  2.Configuration 3.Add […]

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With the latest enhancement, agents can now map their cell phone numbers while creating and editing the user and can use Agent cell phone tags to communicate and automate easier. This update allows agencies to personalize outreach, streamline messaging, and trigger workflows more efficiently.

Use Case:

To View the Enhancement:

1.Navigate to Setting 

2.Configuration

3.Add User or edit user 

Edit User:

Cell Phone as a Tag: Send Email Campaigns

Cell Phone as a Tag: Bulk Text

Cell Phone as a Tag: Single contact Drip

Cell Phone as a Tag: Pipeline Automation

Note : From Overall Portal we can use Agent cell phone tag and agents can now map their cell phone numbers while creating and editing the user from Setting,user management ,profile setting where ever we have a option to add user and edit we have this new cell phone field added to it now.

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]]> Insured App Message Visibility to Admin in Portal https://www.insuredmine.com/knowledge-base/insured-app-message-visibility-to-admin-in-portal/ Mon, 03 Feb 2025 13:17:48 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=44652 Feature release Date: February 1st, 2025​ Now admins will be able to manage the visibility of the Insured App’s chat feature by restricting its access. Use Case: Enabling admins to control visibility access of the chat function for tailored communication. To View the Enhancement: Navigate to the Settings module. In the Configurations section, click on […]

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Feature release Date: February 1st, 2025​

Now admins will be able to manage the visibility of the Insured App’s chat feature by restricting its access.

Use Case: Enabling admins to control visibility access of the chat function for tailored communication.

To View the Enhancement:
  • Navigate to the Settings module.
  • In the Configurations section, click on Restrictions.
  • If you toggle the action button to ‘On,’  for ( Insured App Restrict Access for clients) the chat option will be disabled.
  • If you toggle the action button to ‘Off,’  for ( Insured App Restrict Access for clients) the chat option will be enabled.

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]]> Customize Add Account, Contact Page and Handle Mandatory Fields https://www.insuredmine.com/knowledge-base/customize-add-account-contact-page-and-handle-mandatory-field/ Mon, 03 Feb 2025 07:10:22 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=44457 Feature release Date: February 1st, 2025​ With our latest enhancement, you can now add and manage fields while creating an Account or Contact, including setting their  mandatory fields. Additionally, when editing an Account or Contact, you will also be able to see the fields you previously added. Use Case: Ability to manage and customize account […]

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Feature release Date: February 1st, 2025​

With our latest enhancement, you can now add and manage fields while creating an Account or Contact, including setting their  mandatory fields. Additionally, when editing an Account or Contact, you will also be able to see the fields you previously added.

Use Case: Ability to manage and customize account and contact fields, ensuring accurate data collection while addressing mandatory requirements.

Note: The addition of fields and the management of mandatory fields include common fields shared between personal and commercial accounts/contacts, which can only be set by an Admin.

To View the Enhancement: 

Manage 'Add Contact' Fields:

  • Navigate to the Settings module.
  • Under Configuration, select Mandatory Fields.
  • Click on ‘Add Contact’ and select ‘Manage Fields.’
  • Add more fields to contacts by toggling the ‘Enable’ button in the Manage Fields section.
  • View a preview of the updated contact on the right-hand side.

Manage 'Add Account Fields' :

  • Add more fields to account by toggling the ‘Enable’ button in the Manage Fields section.
  • View a preview of the updated account on the right-hand side.

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]]> Added More Options When an Agency Deletes an User https://www.insuredmine.com/knowledge-base/added-more-options-when-an-agency-deletes-an-user/ Sat, 01 Feb 2025 11:22:34 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=44406 Feature release Date: February 1st, 2025​ With our latest enhancement, agencies now have more options for deleting a user that indicates clear reasoning behind user deletions. This improvement offers greater clarity and detailed explanations regarding the deactivation process. Use Case: Indicates clear reasoning behind user deletions, ensuring transparency,enabling more informed decisions before choosing to map […]

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Feature release Date: February 1st, 2025​

With our latest enhancement, agencies now have more options for deleting a user that indicates clear reasoning behind user deletions. This improvement offers greater clarity and detailed explanations regarding the deactivation process.

Use Case: Indicates clear reasoning behind user deletions, ensuring transparency,enabling more informed decisions before choosing to map or deactivate the user data to a different agent.

To View the Enhancement:

  • Navigate to the Settings Module.
  • Within configuration, click on users
  • Select any user, and then click on the action button.
  • From the drop down, select deactivate.
  • A panel will open from the right.
  • Select whether you want to map the data to an existing agent.
  • Choose the reason for deactivation.

Deactivate Reason: No Longer with the Agency

  • You will get options to choose between ‘Yes’ or ‘No’ in case you are planning to replace the existing user.
  • Then, click Confirm.

Introduced additional options in: Deactivate Reason: Moving to another department:

  • Select the department you are moving to.
  • Next, indicate whether you are considering using IM for that department by selecting either ‘Yes’ or ‘No.’
  • Click Confirm to save.

Deactivate Reason: Mapping to another Agent or House account

  • Select ‘Yes’ or ‘No’ if you are planning to add a new user.
  • Click confirm.

How can the admin review the details regarding the reasons for the user's deactivation?

  • The admin can fully access deactivation details by navigating to Settings > Users > Deactivated, where they will get a 360-degree overview of the deactivation reason, date, who deactivated the user, and where the user’s data is mapped.

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]]> Manual/Auto Sync on Agency/Agent level – AMS360 https://www.insuredmine.com/knowledge-base/manual-auto-sync-on-agency-agent-level-ams360/ Mon, 30 Dec 2024 12:52:31 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=43714 Feature Release Date: 28 December, 2024 With the latest December release, admins will have the capability to authorize and configure Auto/Manual sync access at agency levels. Once configured, the sync settings will apply to all agents within the agency and the agent will be updated accordingly. This enhancement provides greater control and flexibility, allowing admins […]

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Feature Release Date: 28 December, 2024

With the latest December release, admins will have the capability to authorize and configure Auto/Manual sync access at agency levels. Once configured, the sync settings will apply to all agents within the agency and the agent will be updated accordingly. This enhancement provides greater control and flexibility, allowing admins to tailor sync preferences for the entire agency or for agents as needed.

Note: This setting is available exclusively for AMS 360 users, and only Admins have the ability to configure the Agency option.

Use Case: Admins gain full control over sync settings, ensuring consistent data sync either Auto/Manual across all agents within the agency.

To View the Enhancement:

  • Navigate to the Settings Module.
  • Within configuration, click ‘AMS Sync Fields.’
  • If you are an Admin two options will be visible to you such as Agency/Agent.

             Now, to configure sync at the agency level:

  • Select an executive, representative, division, branch, department, and group.
  • Next sync Account/contact policy and activities to either Auto/Manual.
  • After setting this up, Click Save.

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]]> Contact Email/Phone Validation in Commercial Add Deal https://www.insuredmine.com/knowledge-base/contact-email-phone-validation-in-commercial-add-deal/ Mon, 30 Dec 2024 12:25:11 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=43703 Feature Release Date: 28 December, 2024 Now, you can set four new fields as mandatory when adding a new deal card in the Add Deal section. The fields include Business Email, Business Phone, Contact Email (Commercial), and Contact Phone(Commercial). This enhancement ensures that essential contact information is consistently captured, improving data accuracy and communication throughout […]

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Feature Release Date: 28 December, 2024

Now, you can set four new fields as mandatory when adding a new deal card in the Add Deal section. The fields include Business Email, Business Phone, Contact Email (Commercial), and Contact Phone(Commercial). This enhancement ensures that essential contact information is consistently captured, improving data accuracy and communication throughout the deal process.

Use Case: Set required fields as mandatory while adding a Commercial Deal Card.

Note: You will be able to set the required fields as mandatory for Commercial Deal Cards Only.

To View the Enhancement:

Set Fields as Mandatory :

  • Navigate to the Settings Module.
  • Now select, Mandatory Fields.
  • In the Add Deal section, you can now set 4 extra fields ( Business Email & Phone Contact Email & Phone) added as mandatory while creating a new deal card.

While adding a Deal Card:

  • The fields marked as mandatory must be filled in while adding a deal card.

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]]> Call Forwarding https://www.insuredmine.com/knowledge-base/call-forwarding/ Mon, 02 Dec 2024 13:10:48 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=42916 Say No to Line Busy! With the new Call Forwarding feature Admin/Agents can easily redirect incoming calls to a designated phone number, ensuring that important calls are never missed, even when away from the office. Use Case: Ideal for insurance agents and agencies, this feature enables professionals to maintain accessibility by forwarding calls to their […]

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Say No to Line Busy! With the new Call Forwarding feature Admin/Agents can easily redirect incoming calls to a designated phone number, ensuring that important calls are never missed, even when away from the office.

Use Case: Ideal for insurance agents and agencies, this feature enables professionals to maintain accessibility by forwarding calls to their mobile or another office line, enhancing client communication and service delivery.

Note : if an agent with same number is assigned to call forwarding number all agent will get updated with the same setup. If anyone makes a change, it will be updated for all.

To View the Enhancement:
  • Navigate to the Settings Module.
  • Within Configuration, click on ‘Call Settings.’
  • Now, select the option as  ‘Setup call forwarding number’
  • Select the phone number to which you want the call to be forwarded.
  • Then click ‘Save.’
  • After adding the number and clicking Save, you will get a success pop-up saying: “Updated call Forwarding number successfully.” 

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